AWP
DOCU

Ascent Wealth Partners’s DocuSign DOCU Stock Holding History

Ascent Wealth Partners’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,811
Closed -$981K – 146
2021
Q3 		$981K Sell
3,811
-15
-0.4% -$4.32K 0.19% 85
2021
Q2 		$1.07M Sell
3,826
-166
-4% -$37.1K 0.2% 79
2021
Q1 		$808K Buy
3,992
+98
+3% +$22.7K 0.18% 82
2020
Q4 		$866K Buy
+3,894
New +$875K 0.19% 75

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ascent Wealth Partners's DOCU Position: Q4 2021 in Review

Ascent Wealth Partners sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 3,811 shares — an estimated $981K sold.

Ascent Wealth Partners first reported a position in DOCU in Q4 2020 and held it in 4 quarters. The position peaked at $1.07M in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Ascent Wealth Partners reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Ascent Wealth Partners sold 3,811 DocuSign shares in Q4 2021, an estimated $981K.
  • Ascent Wealth Partners first reported a position in DocuSign in Q4 2020 and held it in 4 quarters.
  • Ascent Wealth Partners's DocuSign position peaked at $1.07M in Q2 2021.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Ascent Wealth Partners's 13F filing for Q4 2021, filed 27 Jan 2022.